See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,871 | $76,552+128.4% | $123,892+41.1% | $62,891+178.1% |
| Participation rate | 91.1% | 73.0%+18.1pp | 81.4%+9.7pp | 69.3%+21.8pp |
| Annual return | 8.22% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,390 | $2,883+52.3% | $4,617-4.9% | $2,281+92.4% |
| Participant deferral / active EE | $8,623 | $4,840+78.2% | $5,984+44.1% | $3,203+169.2% |
| Admin fee / account holder | $1,584 | $4,826-67.2% | $8,357-81.0% | $4,296-63.1% |